U.S. Capital Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.6M	Buy	176,846 +147,445	+501%	+$14.8M	0.44%	47
2025 Q4	$2.94M	Sell	29,401 -501	-2%	-$50.3K	0.08%	260
2025 Q3	$3M	Buy	29,902 +22,542	+306%	+$2.24M	0.08%	247
2025 Q2	$730K	Buy	7,360 +359	+5%	+$35.2K	0.02%	503
2025 Q1	$693K	Sell	7,001 -1,659	-19%	-$162K	0.02%	507
2024 Q4	$839K	Buy	8,660 +1,507	+21%	+$148K	0.03%	455
2024 Q3	$724K	Hold	7,153	–	–	0.03%	401
2024 Q2	$694K	Sell	7,153 -173	-2%	-$16.7K	0.03%	398
2024 Q1	$718K	Sell	7,326 -639	-8%	-$62.5K	0.03%	402
2023 Q4	$791K	Buy	7,965 +984	+14%	+$93.6K	0.03%	372
2023 Q3	$656K	Sell	6,981 -280	-4%	-$27K	0.03%	379
2023 Q2	$711K	Sell	7,261 -5,350	-42%	-$529K	0.03%	380
2023 Q1	$1.26M	Sell	12,611 -18,650	-60%	-$1.84M	0.06%	270
2022 Q4	$3.03M	Buy	31,261 +4,286	+16%	+$415K	0.14%	148
2022 Q3	$2.6M	Sell	26,975 -159	-0.6%	-$16.1K	0.13%	154
2022 Q2	$2.76M	Buy	27,134 +6,911	+34%	+$710K	0.12%	168
2022 Q1	$2.17M	Sell	20,223 -112,009	-85%	-$12.3M	0.08%	230
2021 Q4	$15.1M	Sell	132,232 -9,488	-7%	-$1.09M	0.6%	31
2021 Q3	$16.3M	Buy	+141,720	New	+$16.4M	0.71%	24

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's AGG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 501% in Q1 2026, buying an estimated $14.8M and bringing the position to 176,846 shares worth $17.6M. The position accounts for 0.44% of the portfolio, ranked #47.

U.S. Capital Wealth Advisors first reported a position in AGG in Q3 2021 and has held it in 19 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

U.S. Capital Wealth Advisors held 176,846 shares of iShares Core US Aggregate Bond ETF worth $17.6M as of Q1 2026.
U.S. Capital Wealth Advisors bought 147,445 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $14.8M.
iShares Core US Aggregate Bond ETF made up 0.44% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #47 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 19 quarters since.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.